In­de­pen­dent But Con­nected

An In­de­pen­dent Con­sul­tant Who Sees Her NET­WORK as a Key to Suc­cess.

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An In­de­pen­dent Con­sul­tant Who Sees Her NET­WORK as a Key to Suc­cess.

The Cap­i­tal Legacy, LLC is an in­de­pen­dent con­sul­tancy firm that helps in­di­vid­ual in­vestors make bet­ter-in­formed de­ci­sions about fi­nan­cial prod­ucts through un­bi­ased ad­vice. Their team builds last­ing client re­la­tion­ships based on hon­est con­ver­sa­tion and ac­count­abil­ity, lead­ing cus­tom strate­gies which strive to meet spe­cific ob­jec­tives.

Susan Allen has been a fi­nan­cial ad­vi­sor for 34 years and with her mother, Jane, built their con­sul­tancy from the ground up. Now, Susan and her daugh­ter Laura are ex­tend­ing that legacy by ad­her­ing to Susan’s business phi­los­o­phy: “There is no greater feel­ing than to help a client ob­tain their dreams.”

Susan’s in­de­pen­dent business of­fers un­bi­ased ad­vice and guid­ance grounded on the prin­ci­ple that in­vestors don’t need to be sold in­vest­ment prod­ucts, rather they need to be treated like fam- ily, con­sulted with and un­der­stood. In a time of rapid change and gov­ern­ment reg­u­la­tion, when it is un­nec­es­sary and dif­fi­cult to try to be an ex­pert in ev­ery­thing, Susan has dis­cov­ered a source of pro­fes­sional support for her There is no greater feel­ing than to help a client ob­tain their dreams.” in­de­pen­dent en­ter­prise through her af­fil­i­a­tion with THE Fi­nan­cial Ser­vices NET­WORK, made up of over 230 In­de­pen­dent Fi­nan­cial Ad­vi­sors who share a “Common Bond of Ex­cel­lence”.

THE NET­WORK was started over 30 years ago to pro­vide Ad­vi­sors with a source of ser­vice, support and so­lu­tions to stay at the fore­front of the in­dus­try. Ad­vi­sors af­fil­i­ated with THE NET­WORK have easy ac­cess to re­li­able support in the ar­eas of prac­tice and client-fac­ing tech­nol­ogy, in­vest­ment man­age­ment, fi­nan­cial plan­ning and day-to-day ser­vice. THE NET­WORK is in­de­pen­dent Ad­vi­sors sup­port­ing one another, but it’s also a re­source-rich business part­ner who sup­ports Ad­vi­sors’ busi­nesses across the board, from ed­u­ca­tion and train­ing to help with com­plex com­pli­ance is­sues. Susan’s af­fil­i­a­tion with THE NET­WORK main­tains her in­de­pen­dence while giv­ing her many ad­van­tages that di­rectly ben­e­fit her clients—and in the end that’s what it’s all about. To learn more go to www. FSNWeb.com. Se­cu­ri­ties and ad­vi­sory ser­vices of­fered through LPL Fi­nan­cial, a regis­tered in­vest­ment ad­vi­sor, Mem­ber FINRA/SIPC.

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